DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,405,641 | -5.3% | 550,872 | -2.0% | 0.23% | -1.7% |
| Q2 2023 | $13,100,519 | +95.4% | 562,013 | +93.3% | 0.24% | -8.5% |
| Q1 2023 | $6,703,625 | +5.5% | 290,704 | -1.2% | 0.26% | +0.4% |
| Q4 2022 | $6,356,579 | -4.3% | 294,286 | -16.3% | 0.26% | -22.9% |
| Q3 2022 | $6,643,000 | -20.3% | 351,643 | -9.6% | 0.34% | -15.4% |
| Q2 2022 | $8,338,000 | -18.8% | 388,915 | -5.5% | 0.40% | -12.7% |
| Q1 2022 | $10,270,000 | -5.2% | 411,643 | -0.8% | 0.46% | +10.2% |
| Q4 2021 | $10,831,000 | +85.4% | 414,837 | +83.8% | 0.41% | +37.7% |
| Q3 2021 | $5,842,000 | – | 225,742 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |